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Financial Synergies Wealth Advisors’s Devon Energy DVN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$502 – 173
2024
Q1 		$502 Hold
10
– – ﹤0.01% 454
2023
Q4 		$616 Hold
10
– – ﹤0.01% 365
2023
Q3 		$477 Hold
10
– – ﹤0.01% 443
2023
Q2 		$484 Hold
10
– – ﹤0.01% 437
2023
Q1 		$507 Hold
10
– – ﹤0.01% 415
2022
Q4 		$616 Sell
10
-4,147
-100% -$283K ﹤0.01% 365
2022
Q3 		$250K Hold
4,157
– – 0.04% 63
2022
Q2 		$229K Buy
+4,157
New +$271K 0.04% 63

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Financial Synergies Wealth Advisors's DVN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Devon Energy (DVN) in Q2 2024, closing a stake of 10 shares — an estimated $502 sold.

Financial Synergies Wealth Advisors first reported a position in DVN in Q2 2022 and held it in 8 quarters. The position peaked at $250K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold DVN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Devon Energy position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 10 Devon Energy shares in Q2 2024, an estimated $502.
  • Financial Synergies Wealth Advisors first reported a position in Devon Energy in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Devon Energy position peaked at $250K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Devon Energy as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.